News from OCLC

Newsletter Issue: 
Volume 37 no.1 March 2017


Compiled by Jay Weitz

Madeleine Lefebvre, Jacques Malschaert Join OCLC Board of Trustees:

Madeleine Lefebvre, Chief Librarian for Ryerson University, and Jacques Malschaert, Director of Bibliotheekservice Fryslân, officially took their seats on the OCLC Board of Trustees during the board’s November 2016 meeting. Both were elected to the Board of Trustees by OCLC Global Council in April 2016.

  • Madeleine Lefebvre has been Chief Librarian of Ryerson University in Toronto, Ontario, Canada, since 2007. She has previously held Chief Librarian appointments at Saint Mary’s University in Halifax, Nova Scotia, and Mount Royal College in Calgary, Alberta. She is a Fellow of the UK Chartered Institute of Library and Information Professionals and an Associate of the Australian Library and Information Association. She was also the 2003/2004 President of the Canadian Library Association. In 2005, Scarecrow Press published her book, The Romance of Libraries. Lefebvre has held a sustained interest in planning library space and new buildings that address the need for “congenial space” for students and has played a major role in the design and development of Ryerson’s award-winning Student Learning Centre.

  • Jacques Malschaert is Director of Bibliotheekservice Fryslân, a regional service organization for libraries and other cultural and welfare foundations, based in Leeuwarden, Netherlands. He is a member of the board of Stichting Samenwerkende POI’s (SPN), the Dutch service organization of public libraries. He has served as managing director of several libraries. He is chair of the Dutch steering group Basic Skills and Libraries, a member of the steering group Literate Fryslân, and a member of the board of the foundation (translated in English: In 2015, he published the book, Kennis maken en verbinden (in English: Creating and Linking Knowledge).


Lefebvre and Malschaert will each serve a four-year term as Global Council-elected board members. Two members retired from the Board of Trustees: David Roselle, Director, Winterthur Museum & Country Estate in Wilmington, Delaware; and Jennifer Younger, Executive Director, Catholic Research Resources Alliance, who was the Edward H. Arnold Director of Hesburgh Libraries, University of Notre Dame, from 1997 to 2010. There are currently ten librarians from five countries serving on the 14- member OCLC Board of Trustees.


Resource Sharing


OCLC Acquires Relais International to Provide Resource Sharing to Consortia

OCLC has agreed to acquire Relais International, a leading interlibrary loan solution provider based in Ottawa, Canada, to significantly increase resource sharing options and capabilities for both Relais customers and OCLC member libraries and groups worldwide. Relais has been working with libraries for more than 20 years to provide solutions for the full range of interlibrary loan and consortial resource sharing services. All Relais staff members will join the OCLC staff. Relais D2D (Discovery to Delivery) solution is the market leader in consortial borrowing, and continues to grow. It is a state-of-the-art solution consistent with OCLC's vision for a new service to address the needs of consortial borrowing users. OCLC currently offers resource sharing solutions on the WorldShare technology platform. The WorldShare Interlibrary Loan service provides core ILL capabilities to thousands of libraries.


OCLC Introduces “Tipasa” Interlibrary Loan Management System


OCLC introduces Tipasa™, the first cloud-based interlibrary loan management system that automates routine borrowing and lending functions for individual libraries. The new Tipasa system is built on the OCLC WorldShare technology platform and takes advantage of the world's largest resource sharing network. Tipasa reimagines features and functionality of the Windows-based ILLiad service, and moves them to the cloud. Because updates and enhancements happen automatically in a cloud-based system, Tipasa requires only limited IT resources. The simple interface is easy to use, making it easy to train staff, volunteers and student assistants. Libraries have the option to create unmediated processes to move requests to lending libraries and then to the user—anywhere, anytime, on any device—without requiring manual approval. Library users can receive customized email and text notifications, and they can access content as soon as it becomes available. Tipasa complements a growing list of OCLC resource sharing solutions. OCLC's WorldShare Interlibrary Loan (ILL) provides core interlibrary loan services to thousands of libraries around the world. WorldShare ILL and Tipasa are built on the WorldShare technology platform. OCLC also announced an agreement to acquire Relais International, the leader in consortial borrowing. Together, these systems and services deliver a comprehensive set of resource sharing solutions for libraries around the world. OCLC shared its plans to begin the Tipasa project in March 2016. Current ILLiad users will be able to move to Tipasa over time. To date, more than 50 libraries have committed to the first phase of the early-adopter program to implement Tipasa, and eigh ibraries are currently using the system.


Management Services and Systems

New UK-Wide National Bibliographic Knowledgebase

As part of delivering on the vision of a UK national digital library, Jisc and OCLC announce a partnership to build a new shared service that will aggregate academic bibliographic data at scale, improving library collection management and resource discovery for students and researchers. Jisc, the digital solutions provider for UK education and research, announced that OCLC, the global library cooperative, has been awarded the contract to develop a new National Bibliographic Knowledgebase (NBK). The NBK, originally proposed in Jisc’s National Monograph Strategy, will support the learning and research needs of the U higher education community. The vision is to extend the capabilities of the current Copac service by investing in technology that can ingest diverse library data at higher speed and greater volume. The new service will enable a shift in the way that libraries manage their print and digital collections and in the ways that people access those resources. The library community is grappling with two core challenges as budgets come under threat. Firstly, the need to make important decisions about the ongoing management of their print and digital book collections. Secondly, to ensure that researchers and learners have sustainable and convenient access to digital books. The NBK is regarded as a key element in the delivery against these issues, providing a source of information that libraries can confidently rely upon when making decisions about the future of the resources that they manage and make accessible. Supported by WorldCat, the project began in January 2017, with launch of a beta service projected in January 2018.


HELIN Library Consortium Now Live with OCLC WMS

The HELIN Library Consortium, which includes seven academic libraries in the northeastern United States, is now live with OCLC WorldShare Management Services. WorldShare Management Services (WMS) is the library services platform that offers all the applications needed to manage a library, including acquisitions, circulation, metadata, resource sharing, license management, and a single-search discovery interface for library users. WMS also includes a range of reports that helps libraries better understand their activities and track key metrics over time. HELIN selected WMS in February 2016 and member libraries have been working closely with each other to share information and best practices to implement WMS. OCLC implementation staff have been guiding the group through their transition by conducting weekly virtual meetings with consortium members, which also provides them the opportunity to ask questions and to have discussions as they progress. The HELIN Library Consortium is composed of seven regional academic libraries in and nearby Rhode Island represented by the Community College of Rhode Island, Johnson & Wales University, Providence College, Rhode Island College, Roger Williams University, Salve Regina University, and Wheaton College. The unique WMS group model preserves the autonomy, privacy, and policy differences among members of a group while leveraging opportunities through shared data, infrastructure, and community. While each member library of a group can manage its own instance of WMS, the WorldShare architecture enables individual member libraries to easily select group functionality. Libraries also can choose what data to share among a group. Since the introduction of WMS five years ago, more than 500 libraries spanning six continents have selected WorldShare Management Services. More about WorldShare Management Services is on the OCLC website.


Radboud University Selects OCLC WorldShare Management Services

Radboud University, a research university in Nijmegen, the Netherlands, has selected OCLC WorldShare Management Services as its library management system. According to the library director, using WMS will increase efficiencies for staff and users, increase and improve access to resources, and offer an opportunity to work together with libraries around the world to share work through the cloud-based system. Radboud University is a member of UKB, the Dutch consortium of 13 university libraries and the National Library of the Netherlands. In 2014, the UKB signed an agreement with OCLC to move library services to the WorldShare technology platform.


EZproxy 6.2.2 Available

A new release of EZproxy took place on November7, 2016. EZproxy v6.2.2 is now available on the Download EZproxy page. This release contains many requested enhancements and new features including:

  • Updated OpenSSL version support: EZproxy v6.2.2 was built with OpenSSL 1.0.2j to provide

  • access to the most up-to-date security configuration options.

  • More granular permissions for EZproxy administration: This update allows EZproxy admins to

  • access resources assigned to certain groups to better test configuration changes.

  • Support for authentication via Shibboleth v3.x and multiple Shibboleth certificates.

Please see the release notes for more information. The EZproxy release notes page format has been updated in response to users' request to return to a single page for the EZproxy archive changes. All release notes for v6.1 and forward will be presented as PDFs; however, change notes for v5.7.44 and before are now presented in the previous format (EZproxy Changes Archive), on a single page for ease of searching.

Digital Collections Services


CONTENTdm December 2016 Release is Now Live

OCLC has made additional enhancements to the new CONTENTdm responsive website. This release builds on the October 2016 launch of a freshly designed user interface that adapts to any screen size and introduced support for the Image Interoperability Framework (IIIF) Image API. IIIF is a standard that allows images to be interoperable on the web so that they can be shared across institutions and used in a variety of exciting ways. The CONTENTdm responsive sites were updated with the December 2016 release on Wednesday, December 14. The CONTENTdm responsive sites did not experience any downtime during this update. This release contains many requested enhancements and new features including:

  • Faster and smoother pan and zoom image viewer.

  • An audio/video player that works on all devices.

  • The ability to sort, filter and facet search results.

No action is required on the part of CONTENTdm users for this update. For more details about this release, see the CONTENTdm Release Notes. This release is available to users hosted by OCLC. Note: The new CONTENTdm responsive website in the December release will exist side by side with current 6.x CONTENTdm websites. Public CONTENTdm URLs will still default to the 6.x websites, and nothing on those websites is changing. If you'd like to view the new responsive website once your site has been updated, you will be able to see it by adding “/digital” to the end of your CONTENTdm website URL.


Digital Maryland Celebrates Local History with CONTENTdm Collections

Digital Maryland is a collaborative, statewide digitization program headquartered at the Enoch Pratt Free Library/State Library Resource Center in Baltimore, Maryland. Its participants have used CONTENTdm since 2005 to bring their digital collections to life. Digital Maryland has shared approximately 50,000 historical and cultural documents, photographs, and audio and video files from individuals, museums, public libraries, higher education facilities, and private institutions. Recently, the Frederick County Public Libraries (FCPL) partnered with Digital Maryland to share three collections online: The Thomas Johnson letters, Frederick County (Agricultural) Extension Office Photographs and Reports, and the Myer Kaplon Photographs. The Thomas Johnson letters were donated to the C. Burr Artz Trust by descendants of Maryland’s first governor. Thomas Johnson was Maryland’s first elected governor and a close friend of George Washington. The 36 letters in this collection include a communication from Marquis de Lafayette after his visit to Frederick County and correspondence from 1800 between Johnson and then-President John Adams. Perhaps the most exciting piece in this collection is the 1791 Presidential Commission of George Washington appointing Thomas Johnson to the U.S. Supreme Court. The Frederick County Extension Office Photographs and Reports collection features some 200 reports, each several hundred pages long. The reports contain various media, including handdrawn maps, newspaper clippings, and photographs. These documents offer a wealth of information about rural life in Frederick County during the first half of the twentieth century. This collection also includes pictures showing the activities of extension agents and demonstrators of the region’s 4-H clubs and of several of the county’s women’s clubs. The Myer Kaplon Photograph Collection consists of more than 2,200 photographs taken by Myer Kaplon between 1940 and his death in 1978. These photographs include people, animals, businesses, buildings, and town events, such as the Potomac River Festival and the long-standing Veterans Day parade, which continues today. Many of the photographs were taken inside the Kaplon Department Store, a family-owned business run by Mr. Kaplon until it closed in 1967. Upon Kaplon’s death in 1978, his family donated all of his community photographs to the Brunswick Public Library, as he was very active in establishing a public library in Brunswick. Learn more about this Digital Maryland’s collaboration with the Frederick County Public Libraries in The Frederick News-Post article.


Member Relations, Advocacy, and Training


Fifteen small U.S. public libraries have been selected to participate in the “Small Libraries Create Smart Spaces” project led by OCLC in partnership with the Association for Rural and Small Libraries (ARSL). The libraries, chosen from 106 completed applications, are located in 12 different states and serve communities ranging in size from 1,000 to 21,000 people. The selected libraries are:

  • Bertha Voyer Memorial Library, Honey Grove, Texas, population served 1,670

  • Caledonia Public Library, Caledonia, Minnesota, population served 6,319

  • Cornwall Public Library, Cornwall, New York, population served 16,841

  • Glenns Ferry Public Library, Glenns Ferry, Idaho, population served 1,100

  • Greenwich Free Library, Greenwich, New York, population served 4,942

  • Hot Springs Library, Hot Springs, North Carolina, population served 560 (21,157 in county)

  • Ignacio Community Library, Ignacio, Colorado, population served 5950 (town 750, district 5,200)

  • James Kennedy Public Library, Dyersville, Iowa, population served 5,000

  • Madison Public Library, Madison, South Dakota, population served 12,622

  • Norelius Community Library, Denison, Iowa, population served 8,298

  • Punxsutawney Memorial Library, Punxsutawney, Pennsylvania, population served 15,760

  • Ronan Library District, Ronan, Montana, population served 8,645

  • Town Creek Public Library, Town Creek, Alabama, population served 1,080

  • Tucker Free Library, Henniker, New Hampshire, population served 4,900

  • Wilton Public and Gregg Free Library, Wilton, New Hampshire, population served 3,400

Each library will be represented by a staff member, who will be guided through a training program designed by WebJunction, the learning program of OCLC Research. Participants will apply what they learn to reimagine and reconfigure library space to support socially engaging and active learning programming that addresses a defined community need. Over an 18-month period, participants will be introduced to the principles of placemaking, community engagement, and human-centered space design. After conducting community input, action planning, and prototype activities, the libraries will implement a learning space using a starter set of materials. Learn more about the project on the Small Libraries Create Smart Spaces section of the WebJunction website, and stay tuned as more information on the individual libraries, their Smart Spaces projects and the principles they learn are shared. This two-year project is funded by a National Leadership Grant from the Institute of Museum and Library Services.


OCLC Research

Advancing the National Digital Platform

Advancing the National Digital Platform: The State of Digitization in US Public and State Libraries,

written by Kendra Morgan, Senior Program Manager, WebJunction, and Merrilee Proffitt, OCLC Research Senior Program Officer, summarizes the results of a needs assessment and gap analysis of digitization activities by public libraries and state library agencies in the US. For the assessment OCLC partnered with the Digital Public Library of America (DPLA), the Chief Officers of State Library Agencies (COSLA), and two divisions of the American Library Association—the Public Library Association (PLA) and the Association for Library Collections & Technical Services (ALCTS). The project was funded by the Institute of Museum and Library Services (IMLS) through a National Leadership Grant. With the support of this grant, national surveys of public libraries and state library agencies were conducted to gauge the extent to which US public libraries are positioned to support the growth of the national digital platform (NDP), primarily through the digitization of their unique collections. The report outlines key findings from the surveys and provides observations and recommendations for future exploration in the area of supporting digitization efforts in public libraries. Among the highlights:

  • Ninety-two percent of public libraries have locally significant, unique physical collections.
  • More than 37.6% of libraries have engaged in digitization activities in the last three years.
  • In addition to the common barriers of tim and ongoing funding, 61.4% of libraries identified insufficient staff training/expertise as a major barrier to their digitization efforts.
  • All state library agencies reported that digitizing and providing online access to local and unique digitized material aligns with their mission either explicitly (12.8%), or broadly (87.2%). Public libraries identified training in imaging best practices (55.6%), copyright risk assessment (47.5%) and metadata best practices (47.0%) as the most potentially helpful to their efforts.